Hiding Locked Fields (and hiding tabs)

It's been well posted about hiding fields and tabs using javascript:
Hiding the 2nd tab can be done with js in the onload event:
crmForm.all.tab1Tab.style.display = 'none';

Hiding a field (must know the field ID):
crmForm.all.FIELDID.style.display = 'none';

I did a bunch of this for various reasons including getting fields to conditionally appear/disappear, hiding tabs that can't be removed for some reason (but are of no use to the implementation) and so forth.

At one point I needed the "Price Per Unit" field. It's locked on the form and the only way I could see to hide it was with javascript. The field hid well, but then I couldn't remove the "$". It was an element called "priceperunit_sys". I tried lots of things, then decided to move it to a new tab and simply hide the tab.

I realized this was a MUCH BETTER solution than hiding each field individually. In this way, I now have a "Hidden" tab that holds all the fields I don't want to display to my users. The advantage is that if I (or anyone else) needs to bring the fields back, they don't need to muck around in the code. They simply move them to a visible tab.

Of course...most fields can be removed, some you may just want hidden because they're used for calculations and may never be shown, but I just stumbled across this and wanted to share.

Pre-Filter Lookup

I ran across some code today that will pre-filter a lookup field based on a selection in another lookup field.

Put this in the onChange of the first lookup:

document.filterLookup(crmForm.all.customerid, crmForm.all.contactid);

Put this in the onLoad of the form:

// Filtered lookup
document.filterLookup = function (source, target) {
if (IsNull(source) IsNull(target)) {
return;
}
var name = IsNull(source.DataValue) ? '' : source.DataValue[0].name;
target.additionalparams = 'search=' + name;
}

For a more in-depth method of achieving this, visit this blog: http://jianwang.blogspot.com/2008/05/mysterious-crm-lookup-ii.html

Hiding Action Menu items

Well, this is completely unsupported but we had to hide the Activate and Deactivate choices from the Actions menu on a form the other day. I highly suggest downloading the IE Developer Toolbar to accomplish this. It will assist with getting the ids for these two menu choices. Here is the javascript we implemented:

//HIDE DEACTIVATE AND ACTIVATE MENU ITEM if (document.all._MIchangeStatedeactivate100145 != null) { document.all._MIchangeStatedeactivate100145.style.display = "none";} if (document.all._MIchangeStateactivate100146 != null) { document.all._MIchangeStateactivate100146.style.display = "none";}

Disable all attributes on a form

I found this snippet of code today on a message board to disable all attributes on a form:

for (var i = 0; i <>)
{
crmForm.all[i].Disabled = true;
}

Original post can be found here:
http://www.microsoft.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.public.crm.developer&tid=0ddb6aa6-3d3c-4299-835e-94a8bc9509c1

Getting values from a lookup control

We recently needed to capture both the GUID and the text value from a CRM lookup control. I found some quick code to do this on the following newsgroup:

http://groups.google.com/group/microsoft.public.crm/browse_thread/thread/9bc6721768f0a1f1/4b5f5d0ff5972dc0?lnk=st&q=ms+crm+get+lookup+datavalue&rnum=1&hl=en#4b5f5d0ff5972dc0



var lookupItem = new Array;

lookupItem = crmForm.all.primarycontactid.DataValue;

if (lookupItem[0] != null)
{
// The text value of the lookup.
alert(lookupItem[0].name);

// The GUID of the lookup.
alert(lookupItem[0].id);
}

Hiding and Disabling CRM fields with Javascript

I always forget the syntax for hiding and disabling fields in CRM. Below are some common examples:

//hide contract and contract line fields
crmForm.all.contractid_d.style.visibility = 'hidden';
crmForm.all.contractdetailid_d.style.visibility = 'hidden';

//hide a tab
crmForm.all.tab3Tab.visibility = "hidden";

//disable lookup fields
var oField = crmForm.all.SOME_FIELD_ID;
oField.Disabled = !oField.Disabled;

//disable radio button field
crmForm.all.new_inboundoutbound.disabled = true;

//disable datetime field
if(crmForm.FormType!=4)
{
//disable data field
var oField = crmForm.all.new_resolutiondate;
oField.Disabled = !oField.Disabled;
}

Calling a Workflow Rule from a button

Here's a handy bit of code for calling a Workflow rule from a custom button in CRM. Put the code below into the Page_Load handler of an aspx page. In this example I call the aspx page and pass an Account record GUID (accountId) which is fed into the workflow rule.

// CRM Service Setup
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;
service.Url = "http://server/mscrmservices/2006/crmservice.asmx";

// Setup the request
string accountId;
accountId = Request.QueryString["accountId"];
ExecuteWFProcessRequest request = new ExecuteWFProcessRequest();

// Triggers Workflow process
request.ProcessId = new Guid("{E4206735-0379-4DE5-A453-AC7A7DA1462B}");
request.EntityMoniker = new Moniker();
request.EntityMoniker.Id = new Guid(accountId);
request.EntityMoniker.Name = EntityName.account.ToString();

// Execute the request
ExecuteWFProcessResponse response = (ExecuteWFProcessResponse) service.Execute(request);